Burney Co/ Top Holdings and 13F Report (2025) About Burney Co/Investment ActivityBurney Co/ has $2.83 billion in total holdings as of December 31, 2024.Burney Co/ owns shares of 580 different stocks, but just 127 companies or ETFs make up 80% of its holdings.Approximately 16.94% of the portfolio was purchased this quarter.About 15.78% of the portfolio was sold this quarter.This quarter, Burney Co/ has purchased 593 new stocks and bought additional shares in 165 stocks.Burney Co/ sold shares of 335 stocks and completely divested from 61 stocks this quarter.Largest Holdings Burney U.S. Factor Rotation ETF $263,860,140Apple $117,911,906Vanguard Intermediate-Term Treasury Index ETF $59,576,879Microsoft $54,189,866Alphabet $52,008,934 Largest New Holdings this Quarter 040413205 - ARISTA NETWORKS INC $42,590,636 Holding929740108 - Westinghouse Air Brake Technologies $14,299,447 Holding512807306 - LAM RESEARCH CORP $13,047,483 Holding30161Q104 - Exelixis $12,266,821 Holding004225108 - ACADIA Pharmaceuticals $6,952,870 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 385,331 shares (about $42.59M)Broadcom 165,042 shares (about $38.26M)Vanguard Intermediate-Term Treasury Index ETF 511,902 shares (about $29.69M)Palo Alto Networks 125,529 shares (about $22.84M)JPMorgan Chase & Co. 91,332 shares (about $21.89M) Largest Sales this Quarter Vanguard Intermediate-Term Bond ETF 197,448 shares (about $14.76M)Owens Corning 75,203 shares (about $12.81M)Workiva 97,629 shares (about $10.69M)Hershey 58,584 shares (about $9.92M)CrowdStrike 26,222 shares (about $8.97M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBurney Co/ Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRNYBurney U.S. Factor Rotation ETF$263,860,140$16,223,036 ▲6.6%6,361,1419.3%ETFAAPLApple$117,911,906$3,114,721 ▼-2.6%470,8574.2%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$59,576,879$29,690,304 ▲99.3%1,027,1882.1%ETFMSFTMicrosoft$54,189,866$4,955,167 ▼-8.4%128,5641.9%Computer and TechnologyGOOGLAlphabet$52,008,934$1,027,711 ▲2.0%274,7431.8%Computer and TechnologyMETAMeta Platforms$44,702,014$9,942,564 ▲28.6%76,3471.6%Computer and TechnologyAVGOBroadcom$43,669,148$38,263,335 ▲707.8%188,3591.5%Computer and TechnologyNVDANVIDIA$43,480,118$3,782,544 ▲9.5%323,7781.5%Computer and TechnologyTOLToll Brothers$42,804,925$4,329,789 ▲11.3%339,8561.5%ConstructionARISTA NETWORKS INC$42,590,636$42,590,636 ▲New Holding385,3311.5%COM SHSALSNAllison Transmission$37,117,365$4,593,529 ▼-11.0%343,4881.3%Auto/Tires/TrucksAMZNAmazon.com$36,436,792$1,612,300 ▼-4.2%166,0821.3%Retail/WholesaleMCKMcKesson$35,399,079$685,026 ▼-1.9%62,1141.3%MedicalPHParker-Hannifin$35,119,414$1,711,544 ▼-4.6%55,2171.2%IndustrialsFTNTFortinet$34,193,068$16,725,511 ▲95.8%361,9081.2%Computer and TechnologyDFSDiscover Financial Services$32,440,321$254,474 ▼-0.8%187,2681.1%FinanceFICOFair Isaac$30,186,676$1,144,792 ▼-3.7%15,1621.1%Computer and TechnologyCORCencora$28,084,361$1,210,353 ▲4.5%124,9971.0%MedicalJPMJPMorgan Chase & Co.$26,487,696$21,893,178 ▲476.5%110,4990.9%FinancePANWPalo Alto Networks$25,774,633$22,841,256 ▲778.7%141,6500.9%Computer and TechnologyBRK.BBerkshire Hathaway$25,128,993$2,549,706 ▲11.3%55,4380.9%FinanceLLYEli Lilly and Company$24,468,278$2,138,417 ▼-8.0%31,6950.9%MedicalAZOAutoZone$24,210,770$5,475,521 ▼-18.4%7,5610.9%Retail/WholesaleCORTCorcept Therapeutics$23,875,834$2,873,388 ▲13.7%473,8210.8%MedicalTJXTJX Companies$23,184,631$1,068,805 ▼-4.4%191,9100.8%Retail/WholesaleGPIGroup 1 Automotive$22,768,990$1,805,183 ▼-7.3%54,0220.8%Retail/WholesaleQCOMQUALCOMM$22,568,439$19,525,692 ▲641.7%146,9110.8%Computer and TechnologyUNHUnitedHealth Group$21,262,173$932,294 ▼-4.2%42,0320.8%MedicalTROWT. Rowe Price Group$20,672,720$138,196 ▲0.7%182,7990.7%FinanceDFICDimensional International Core Equity 2 ETF$20,070,476$717,044 ▲3.7%776,5710.7%ETFWMTWalmart$20,043,768$6,323,591 ▲46.1%221,8460.7%Retail/WholesaleTRGPTarga Resources$19,536,967$878,932 ▲4.7%109,4510.7%EnergyNFLXNetflix$19,189,505$4,043,086 ▲26.7%21,5290.7%Consumer DiscretionaryUGIUGI$18,688,574$797,413 ▲4.5%662,0110.7%UtilitiesSYFSynchrony Financial$18,478,463$14,322,492 ▲344.6%284,2840.7%FinanceORCLOracle$18,103,099$987,342 ▼-5.2%108,6360.6%Computer and TechnologyDOCUDocuSign$18,046,144$601,700 ▼-3.2%200,6460.6%Computer and TechnologyVOOVanguard S&P 500 ETF$17,376,084$591,613 ▲3.5%32,2490.6%ETFSNPSSynopsys$17,131,718$627,084 ▲3.8%35,2970.6%Computer and TechnologyIRMIron Mountain$16,215,815$36,368 ▲0.2%154,2750.6%Business ServicesTXRHTexas Roadhouse$15,834,862$1,825,767 ▲13.0%87,7620.6%Retail/WholesaleBRBRBellRing Brands$15,389,928$3,476,941 ▲29.2%204,2730.5%MedicalCRUSCirrus Logic$15,359,916$14,119,448 ▲1,138.2%154,2470.5%Computer and TechnologyVRTXVertex Pharmaceuticals$15,208,771$427,667 ▼-2.7%37,7670.5%MedicalBKNGBooking$15,106,648$6,736,144 ▼-30.8%3,0410.5%Retail/WholesaleTTTrane Technologies$14,936,883$13,772,322 ▲1,182.6%40,4410.5%ConstructionSSNCSS&C Technologies$14,933,149$851,238 ▲6.0%197,0590.5%Computer and TechnologyDKSDICK'S Sporting Goods$14,871,549$3,017,469 ▼-16.9%64,9870.5%Retail/WholesaleCOFCapital One Financial$14,407,316$541,734 ▼-3.6%80,7950.5%FinanceWABWestinghouse Air Brake Technologies$14,299,447$14,299,447 ▲New Holding75,4230.5%TransportationRGAReinsurance Group of America$14,120,000$138,431 ▼-1.0%66,0960.5%FinanceRTXRTX$14,029,695$2,021,518 ▼-12.6%121,2380.5%AerospaceURIUnited Rentals$13,624,526$422,663 ▼-3.0%19,3410.5%ConstructionPGProcter & Gamble$13,173,446$74,437 ▲0.6%78,5770.5%Consumer StaplesLAM RESEARCH CORP$13,047,483$13,047,483 ▲New Holding180,6380.5%COM NEWLHXL3Harris Technologies$12,719,543$364,623 ▼-2.8%60,4890.4%AerospaceBIVVanguard Intermediate-Term Bond ETF$12,533,132$14,755,306 ▼-54.1%167,7120.4%ETFTMHCTaylor Morrison Home$12,488,438$4,712,499 ▼-27.4%204,0260.4%ConstructionADSKAutodesk$12,389,044$4,482,590 ▲56.7%41,9160.4%Computer and TechnologyEXELExelixis$12,266,821$12,266,821 ▲New Holding368,3730.4%MedicalRSReliance$12,129,488$6,398,765 ▼-34.5%45,0470.4%Basic MaterialsHDHome Depot$11,888,019$1,189,930 ▼-9.1%30,5610.4%Retail/WholesaleLMTLockheed Martin$11,648,533$17,008 ▲0.1%23,9710.4%AerospaceABBVAbbVie$11,446,642$1,078,276 ▲10.4%64,4160.4%MedicalXOMExxon Mobil$10,756,713$156,945 ▼-1.4%99,9970.4%EnergyLOWLowe's Companies$10,745,506$1,640,492 ▼-13.2%43,5390.4%Retail/WholesalePHMPulteGroup$10,641,351$6,809,171 ▼-39.0%97,7170.4%ConstructionHCAHCA Healthcare$10,602,879$846,730 ▼-7.4%35,3250.4%MedicalDFINDonnelley Financial Solutions$10,565,049$633,761 ▼-5.7%168,4210.4%Computer and TechnologyVVisa$10,132,055$1,148,188 ▼-10.2%32,0590.4%Business ServicesCWCurtiss-Wright$9,950,565$462,751 ▼-4.4%28,0400.4%AerospaceRJFRaymond James$9,816,664$636,540 ▼-6.1%63,1990.3%FinanceNOWServiceNow$9,581,365$1,255,182 ▼-11.6%9,0380.3%Computer and TechnologySNASnap-on$9,568,629$21,048 ▼-0.2%28,1860.3%Consumer DiscretionaryNVTnVent Electric$9,430,526$342,708 ▼-3.5%138,3590.3%Computer and TechnologyCDNSCadence Design Systems$9,245,154$149,629 ▲1.6%30,7700.3%Computer and TechnologyAMATApplied Materials$9,045,415$1,655,887 ▼-15.5%55,6200.3%Computer and TechnologySKTTanger$8,736,713$136,145 ▲1.6%255,9830.3%FinanceACGLArch Capital Group$8,469,788$7,283,922 ▲614.2%91,7140.3%FinanceUTHRUnited Therapeutics$8,440,638$2,807,195 ▲49.8%23,9220.3%MedicalCACICACI International$8,416,691$3,727,103 ▼-30.7%20,8300.3%Computer and TechnologyDEDeere & Company$8,271,773$5,248,718 ▼-38.8%19,5230.3%IndustrialsCOOPMr. Cooper Group$8,073,769$9,313 ▲0.1%84,0930.3%FinanceMIDDMiddleby$7,876,042$629,439 ▼-7.4%58,1470.3%IndustrialsUNMUnum Group$7,718,200$1,271,018 ▼-14.1%105,6850.3%FinanceVZVerizon Communications$7,462,976$2,433,552 ▲48.4%186,6210.3%Computer and TechnologyACNAccenture$7,371,184$102,021 ▲1.4%20,9530.3%Computer and TechnologyKRKroger$7,338,145$517,453 ▲7.6%120,0020.3%Retail/WholesaleACADACADIA Pharmaceuticals$6,952,870$6,952,870 ▲New Holding378,9030.2%MedicalWRBW. R. Berkley$6,830,586$2,199,771 ▲47.5%116,7220.2%FinanceMCDMcDonald's$6,814,750$151,613 ▲2.3%23,5080.2%Retail/WholesaleMCOMoody's$6,774,871$6,774,871 ▲New Holding14,3120.2%FinanceEMEEMCOR Group$6,748,131$6,080,444 ▲910.7%14,8670.2%ConstructionALLAllstate$6,540,049$8,153,131 ▼-55.5%33,9230.2%FinanceKLACKLA$6,450,541$964,084 ▲17.6%10,2370.2%Computer and TechnologyGLPIGaming and Leisure Properties$6,328,007$767,288 ▼-10.8%131,3950.2%FinanceCSLCarlisle Companies$6,212,809$230,528 ▼-3.6%16,8440.2%Multi-Sector ConglomeratesCYBRCyberArk Software$6,178,933$245,865 ▲4.1%18,5470.2%Computer and TechnologyMETMetLife$6,176,640$1,037,096 ▼-14.4%75,4350.2%FinanceALNYAlnylam Pharmaceuticals$6,056,409$70,358 ▲1.2%25,7380.2%MedicalShowing largest 100 holdings. View all holdings. 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